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Office Location

Aventura Corporate Center
20801 Biscayne Boulevard
Suite 400
Miami, FL 33180

305-932-2293 Miami-Dade County
954-760-7077 Broward County

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July 2012 Archives

Florida residents should act now to lock in tax exemption

In an election year of uncertainty, one thing is certain from an estate planning perspective: if you have considerable assets, the time is now to create an estate plan in order to ensure your beneficiaries will not receive a large tax bill.

Estate planning more complex in certain situations

It doesn't matter how old a couple is or how many assets they have, all couples should spend time on their estate planning. It's never too early to think about wills, trusts and planning for retirement or long-term care.